Roth Financial Group, Merritt Island, Florida

Newsletters

A Wealth of Information: How to Read a Mutual Fund Prospectus

Did you know that a mutual fund prospectus provides key details about the fund? This article offers an overview of information in a prospectus.
Should You Consider Tapping the Equity in Your Home?

Using home equity to fund other financial objectives has potential benefits and risks. This article looks at various ways to tap home equity.
Donor-Advised Funds Combine Charitable Impact with Tax Benefits

This article discusses how a donor-advised fund might be used to time charitable contributions for tax purposes or to gift appreciated assets.
HOT TOPIC: Rescuing America’s Safety Net

This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Savings Goals

How much do you need to save each year to meet your long-term financial goals?
Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.